GTAAX Mutual Fund
GTAAX Mutual Fund
DF Tactical Allocation Fund Class A
GTAAX Mutual Fund Overview
GTAAX Mutual Fund (DF Tactical Allocation Fund Class A) is managed by Donoghue Forlines LLC with $2.8M in net assets. GTAAX expense ratio is 2.72%, holding 8 positions across sectors including Unknown, Financials, Other. Inception date: 2018-04-06.
GTAAX performance shows a YTD return of 13.70%. The 1-year return is 21.82% and the 5-year return is 6.84%. GTAAX dividend yield stands at 4.78%, paid quarterly.
GTAAX top holdings include Donoghue Forlines Dividend I (28.3%), Df Tactical 30 Etf (17.5%), Donoghue Forlines Momentum I (17.1%), Spdr Port Shrt Trm Trsry (Nyse Arca) (15.3%), Bblx 5Y Ust Etf (10.3%). View all GTAAX holdings, sector breakdown, or dividend history.
GTAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GTAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.